Plan Snapshot
- Plan Sponsor: Ardan, INC
- Sponsor EIN: 874345870
- Sponsor Address: 875 CONCOURSE PKWY S., STE 200, MAITLAND, FL, 327516117
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 559
- Total Assets: $50.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 559 | $50.5M | $0 | $0 |
| 2024 | 476 | $43.7M | $550,984 | $4.2M |
| 2023 | 493 | $35.6M | $492,311 | $3.7M |
| 2022 | 532 | $28.0M | $455,120 | $3.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $140,561 | — | $140,561 |
| GALLAGHER FIDUCIARY ADVISORS, LLC | Investment Advisor | — | $53,498 | $53,498 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $194,059
- Estimated Expense Ratio: 0.384% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $5,597,209 | — | $140,561 | — | — |
| 2024 | $150,029 | — | $150,029 | — | — |
| 2023 | $119,522 | — | $119,522 | — | — |
| 2022 | $114,519 | — | $114,519 | — | — |